We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

Aviva Section 32 pension plan (PO-27033)

Complainant: Aviva Life & Pensions UK Limited
Complaint Topic: Misquote/misinformation
Ref: PO-27033
Outcome: Not upheld
Respondent: Mr Y
Type: Pension complaint or dispute
Date:

Ombudsman’s Determination

Outcome

I do not uphold Mr Y’s complaint and no further action is required by Aviva.

Complaint summary

Mr Y complained that Aviva (previously Sun Life) is not allowing him to take a tax-free lump sum, or early retirement, from the Plan. He said the policy document (the Policy) sets out both as options.

View determination

Download

Related decisions

  • Fee Paid Judicial Pension Scheme (CAS-45233-Y4G1)
    Complainant: Mr T
    Respondent: Ministry of Justice
    XPS Pensions Consulting Limited
    Outcome: Upheld
    Complaint Topic: Misquote/misinformation
    Ref: CAS-45233-Y4G1
    Date:
  • Firemen’s Pension Scheme 1992 (CAS-84084-B7D5)
    Complainant: Mr S
    Respondent: South Wales Fire & Rescue Authority
    Rhondda Cynon Taff County Borough Council
    Outcome: Upheld
    Complaint Topic: Misquote/misinformation
    Ref: CAS-84084-B7D5
    Date:
View all decisions